STEVEN ESPOSITO: PRESIDENT & MANAGING DIRECTOR, YELLOWSTONE WEALTH MANAGEMENT

For Steven Esposito, personal attention for his wealth management clients is paramount. “Each portfolio is individually managed,” explains Esposito, President and Managing Director of Yellowstone Wealth Management in Lake Forest. “No two clients are alike so why should their portfolios be identical?” As early as his sophomore year of high school, Esposito was following the financial markets and thinking about what it would be like to help people manage their money. “I earned a B.A. in finance in 1983 and have been in wealth management ever since,” he says, adding that after more than 40 years of hard work and commitment, his Yellowstone Wealth Management firm has built an elite clientele of loyal long-term clients. He believes that success comes not by chasing hot stocks but by managing risk and maintaining confidence in client portfolios. He works closely with an experienced team that includes Kate Baness, Director of Client Experience; Stephanie Esposito, Chief Operating Officer, Managing Partner; Melissa Esposito, Client Associate; and Samantha Finckle, Client Associate. Yellowstone’s business model utilizes back-office support from Wells Fargo Advisors Financial Network while maintaining the independence to serve clients at a highly individualized level and address each client’s unique needs. Esposito is committed to the Lake Forest and surrounding community and supports charities such as the national Tunnels to Towers Foundation, the Lake County Honor Flight, the Mothers Trust Foundation in Lake Forest, and the Independence Fund. He is a recipient of Forbes Best-in-State Wealth Advisor from 2019-2022.* Esposito likens his approach to wealth management to a health care concierge and a physician that doesn’t have to answer to hospital administrators. “They determine what a patient needs,” he says. “I do the same with my clients. I not only listen, I actually hear what they need and hope to achieve.”

For more information, visit yellowstonewm.com.

Steven Esposito’s minimum account value starts at $1,000,000. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Yellowstone Wealth Management is a separate entity from WFAFN. Yellowstone Wealth Management is located at 100 N. Field Drive, Suite 120 in Lake Forest, 224-880-0850, yellowstonewm.com.

*2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 – 6/30/18 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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